+1,080.2%
KEYS vs PODD
+284.9%
+795.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.5% | +5.4% | +2.6% |
| 7D | +4.4% | -4.1% | +8.5% | +5.3% |
| 30D | -2.2% | +0.8% | -3.0% | -2.6% |
| 3M | +0.5% | -6.1% | +6.6% | +0.3% |
| 6M | +22.4% | -40.0% | +62.4% | +33.7% |
| YTD | +64.1% | -49.9% | +114.0% | +86.6% |
| 1Y | +97.0% | -59.3% | +156.2% | +133.9% |
| 3Y | +152.0% | -17.2% | +169.3% | +147.3% |
| 5Y | +83.7% | -53.0% | +136.7% | +98.3% |
| 10Y | +997.9% | +226.1% | +771.8% | +673.3% |
| All | +1,080.2% | +284.9% | +795.4% | +673.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling